Chatdaddy + simPRO Integration

Connect Chatdaddy to simPRO in 1 click

Integrate Chatdaddy + simPRO For Free Free forever. Use premium features free for 14 days.

Popular Chatdaddy + simPRO Workflows

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Chatdaddy + simPRO Integration

Create simPRO individual customer for new Chatdaddy contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new simPRO individual customer and Chatdaddy contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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simPRO + Chatdaddy Integration

Create Chatdaddy contact for new simPRO individual customer

If you're using simPRO to manage your sales leads, it's important to also use Chatdaddy to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new individual customer is created in simPRO, a corresponding contact will automatically be created in Chatdaddy.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Chatdaddy + simPRO Integration
1.
  • Chatdaddy
    Contact is created in Chatdaddy
  • simPRO
    Job is created in simPRO Instant
  • simPRO
    Company customer created in simPRO Instant
  • simPRO
    Job is updated in simPRO Instant
  • simPRO
    Company customer updated in simPRO Instant
  • simPRO
    Site is created in simPRO Instant
  • simPRO
    Site is updated in simPRO Instant
  • simPRO
    Individual customer created in simPRO Instant
  • simPRO
    Individual customer updated in simPRO Instant
  • simPRO
    Quote is created in simPRO Instant
  • simPRO
    Quote is updated in simPRO Instant
2.
  • Chatdaddy
    Add tag to contact in Chatdaddy
  • Chatdaddy
    Set assignee to contact in Chatdaddy
  • Chatdaddy
    Send message in Chatdaddy
  • Chatdaddy
    Create contact in Chatdaddy
  • simPRO
    Create individual customer in simPRO
  • simPRO
    Search individual customer in simPRO
  • simPRO
    Search company customer in simPRO
  • simPRO
    Create contact in simPRO
  • simPRO
    Create company customer in simPRO
  • simPRO
    Create service job in simPRO
  • simPRO
    Search job in simPRO
  • simPRO
    Create site in simPRO
  • simPRO
    Search contact in simPRO
  • simPRO
    Search site in simPRO
  • simPRO
    Create service quote in simPRO
  • simPRO
    Search quote in simPRO
  • simPRO
    Create activity schedule block in simPRO
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